The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.
PIMCO RAFI Dyn Multi-Factor US Eq ETF MFUS
Morningstar’s Analysis MFUS
Will MFUS outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 18.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Eli Lilly and Co | 2.55 | 3.7 Mil | Healthcare |
Meta Platforms Inc Class A | 2.40 | 3.4 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 1.95 | 2.8 Mil | Financial Services |
NVIDIA Corp | 1.87 | 2.7 Mil | Technology |
Alphabet Inc Class A | 1.72 | 2.5 Mil | Communication Services |
Walmart Inc | 1.65 | 2.4 Mil | Consumer Defensive |
Amazon.com Inc | 1.64 | 2.4 Mil | Consumer Cyclical |
Broadcom Inc | 1.59 | 2.3 Mil | Technology |
Microsoft Corp | 1.47 | 2.1 Mil | Technology |
Oracle Corp | 1.32 | 1.9 Mil | Technology |